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FrontRow · Jul 28, 2026

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South Korean semiconductor shares tumbled on Tuesday, extending a rout in chipmakers after another weak session on Wall Street. SK Hynix plunged more than 10%, while Samsung Electronics fell over 8%. Other AI-linked names also came under heavy selling, with Samsung SDI dropping over 7%, LG Innotek sliding nearly 14%, Seoul Semiconductor falling about 6% and LG Chem losing more than 4%. Japan's semiconductor sector also traded lower. Tokyo Electron dropped more than 9%, Advantest slid over 8%, while SoftBank Group, a major AI investment proxy through its stake in Arm, fell nearly 5%. Shares of Japan computer memory manufacturer Kioxia plunged more than 15%. Taiwan's TSMC was down over 2%. The selloff followed another weak session for U.S. semiconductor stocks on Monday. The VanEck Semiconductor ETF (SMH) lost more than 2%, adding to its Friday losses. AMD and Teradyne dropped 5% and 4%, respectively. Micron Technology shed about 2%.

South Korean semiconductor shares tumbled on Tuesday, extending a rout in chipmakers after another weak session on Wall Street. SK Hynix plunged more than 10%, while Samsung Electronics fell over 8%. Other AI-linked names also came under heavy selling, with Samsung SDI dropping over 7%, LG Innotek sliding nearly 14%, Seoul Semiconductor falling about 6% and LG Chem losing more than 4%. Japan's semiconductor sector also traded lower. Tokyo Electron dropped more than 9%, Advantest slid over 8%, while SoftBank Group, a major AI investment proxy through its stake in Arm, fell nearly 5%. Shares of Japan computer memory manufacturer Kioxia plunged more than 15%. Taiwan's TSMC was down over 2%. The selloff followed another weak session for U.S. semiconductor stocks on Monday. The VanEck Semiconductor ETF (SMH) lost more than 2%, adding to its Friday losses. AMD and Teradyne dropped 5% and 4%, respectively. Micron Technology shed about 2%.

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